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World class equity raising experience

Subscription funnel is your sales funnel - the more streamlined it is, the more you raise.

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$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

Digitized questionnaire

Subscription booklets typically include four parts: an investor questionnaire, a PPM, a subscription document, and an operating agreement. We digitized the investor questionnaire, which is only specific to the investor, and the answers are automatically inserted into the signed documents.

White glove template set-up

Creating signature templates is the most challenging part of setting up the subscription process. It usually takes GPs about 2 hours, so we handle it for you.

Embedded accreditation workflow

If you need to verify LPs' accreditation status, you can enable our built-in accreditation workflow. LPs can accredit themselves directly on the platform, and the accreditation letter is valid for up to 5 years with the same GP.

Integrated investment funding

LPs can fund their investment directly on the platform as part of the subscription experience, saving a trip to the bank and avoiding funding delays.

Partial investment funding

A lot of times LPs want to fund $30K from one account and $20K from another bank account, or they want to fund $20K now and $50K later. Cash Flow Portal simplifies these scenarios and tracks the funding date of each payment for precise distribution calculations.

Easy addendums

LPs often make mistakes when signing the subscription booklet, which can lead to frustration and errors. On Cash Flow Portal, you can easily create an addendum to correct mistakes in seconds, avoiding the need to start over.

Digitized W9 form

Tired of the hassle of collecting W9 forms before tax season? We've digitized the W9 form and integrated it into the subscription process, allowing it to be filled out in seconds, before tax season arrives.